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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,873 | $70,121-10.3% | $63,803-1.5% | $138,895-54.7% |
| Participation rate | 83.3% | 77.2%+6.1pp | 72.7%+10.6pp | 79.9%+3.4pp |
| Annual return | 15.07% | 946.48%-931.4pp | 543.72%-528.7pp | 145.39%-130.3pp |
| Employer contribution / active EE | $1,060 | $2,882-63.2% | $2,532-58.2% | $4,194-74.7% |
| Participant deferral / active EE | $2,655 | $4,535-41.5% | $3,843-30.9% | $6,396-58.5% |
| Admin fee / account holder | $2,318 | $6,738-65.6% | $5,196-55.4% | $12,562-81.5% |